Healthcare >> Sector Roundtables >> December 18, 2000
RACHEL LEHENY, PhD, is a Senior Vice President at Lehman Brothers
covering Biotechnology. She was previously associated with Warburg
Dillon Read and Hambrecht & Quist. Prior to that Ms. Leheny was a
National Institutes of Health Fellow and a Lecturer in the Chemistry
Department at the University of California and also worked for Allen &
Company. She received an AB in Chemistry from Harvard College and a PhD
in Chemistry from Columbia University. Profile
MARK E. AUGUSTINE is a Senior Research Analyst with U.S. Bancorp Piper
Jaffray's Equity Research Group, where he focuses on biotechnology
companies. He was most recently a Biotechnology Analyst and a Vice
President in the Equity Research Department at SG Cowen Securities. He
previously worked at Morgan Stanley & Co. and Canaan Partners, a venture
capital firm. Mr. Augustine graduated Magna Cum Laude from Yale College
and received his MBA from Harvard University. Profile
JEFFREY W. CASDIN is a Chief Executive Officer, Principal at Cooper Hill
Partners, LLC, covering the biotechnology industry. He was previously
associated with Merrill Lynch and Oppenheimer & Company, Inc. He
received a ScB in Electrical Engineering, an AB degree from Brown
University and an MBA with High Distinction from Harvard University
Graduate School of Business where he was a Baker Scholar. Mr. Casdin is
a member of the Board of the National Genome Resource Center in Santa
Fe, New Mexico and he is also the Publisher of Biotech Investor, an
investment newsletter. Profile
TWST: Jeff, as a long-time follower of the biotechnology industry, willyou begin by telling us how you see the fundamentals underlying the
biotechnology industry today? How has the picture changed